Certificates & Endorsements
Fast, accurate COI issuance and endorsement processing. Our VAs handle certificate requests, policy changes, and additional insured endorsements efficiently.
Complete COI & Endorsement Support
Certificate requests and endorsement processing can overwhelm your staff. Our specialists handle these high-volume, time-sensitive tasks quickly and accurately, keeping your clients happy and compliant.
Certificate Services
- Standard COI issuance
- Additional insured certificates
- Waiver of subrogation
- Primary/non-contributory
- Certificate tracking
- Rush requests (same-day)
Endorsement Processing
- Additional insured endorsements
- Coverage changes
- Name/address changes
- Vehicle additions/deletions
Tools & Platforms
- myCOI, PINS
- AMS360, Hawksoft
- Carrier portals
- E-signature platforms
Certificate & Endorsement VA Experts
Our COI specialists are fast, accurate, and understand the urgency of certificate requests.
Zain specializes in certificates of insurance (COIs), ACORD forms, endorsements, and comprehensive policy documentation management for independent agencies.
Processes urgent certificate requests with customized additional insured wording, primary/non-contributory clauses, and automated renewal tracking.
Hamza Ali handles ACORD form processing, policy submissions, and documentation. He provides certificate support and maintains compliance across carrier portals.
Prepares and verifies ACORD applications, coordinates endorsement requests with underwriters, and manages policy document distribution.
Attiyab handles agency document management, certificate filing, data entry, and CRM record upkeep — keeping back-office records organized and accessible.
Organizes daily incoming policy documents, processes endorsements into the AMS, and maintains up-to-date certificate holder lists.